See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,446 | $77,813+44.5% | $123,544-9.0% | $64,186+75.2% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,471 | $3,014-51.2% | $4,628-68.2% | $2,381-38.2% |
| Participant deferral / active EE | $7,586 | $5,240+44.8% | $6,426+18.1% | $3,470+118.6% |
| Admin fee / account holder | $219 | $5,519-96.0% | $9,284-97.6% | $4,888-95.5% |